Solution introduction
Peer benchmarking at its best
Benefit from the largest and most robust plan sponsor universe data of its kind. Perform peer comparisons by plan type or asset class and evaluate net and gross performance, asset allocation and key risk metrics
The industry’s largest and most comprehensive tax-exempt plan sponsor peer group dataset
Plan Universe enables standard and custom peer-group comparisons of performance, risk and asset allocations by plan type and size. The data is sourced directly from active portfolios that consultants and asset owners use. It comprises over 4,000 institutional plans, representing over $4 trillion in assets. It is updated three times each quarter, earlier than any other universe dataset on the market.
